APPENDIX F

DEPOSITORY TRUST COMPANY INSTRUCTIONS

Please notify the Office of Institutional Advancement by phone (502-597-6760), fax (502-597-5956) or at advancement@kysu.edu, to provide donor name and stock details. Several brokers do not provide us with this information.

Hilliard-Lyons, Inc. 500 West Jefferson Street Louisville, KY 40202

Attn: Mark Nickel Account# 63-0012-01-1 Questions call or email the Office of Institutional Advancement 502-597-6760 or advancement@kysu.edu

APPENDIX G

GIFT ANNUITY AGREEMENT TEMPLATE

GIFT ANNUITY AGREEMENT BETWEEN [NAME OF DONOR/S] AND KENTUCKY STATE UNIVERSITY, FRANKFORT, KENTUCKY [GIFT DATE]

THE BOARD OF REGENTS OF KSU, a Kentucky nonprofit corporation, operating as Kentucky State University, Frankfort, Kentucky, (hereinafter called the University), agrees to pay to [Name of Donor/s] residing at [Donor's Address] for [his/her/their] life an annual annuity of [Amount] from the date hereof, in equal quarterly installments of [Amount] on the last day of March, June, September, and December. The first installment in the amount of [Amount] shall be payable on [Date]. The obligation of the University to make annuity payments shall terminate with the payment preceding the death of [Name of Donor/s]. This annuity is non-assignable. The University certifies that [Name of Donor/s], as in evidence of their desire to support the work of the University and having contributed to the University [Gift Amount] on [Gift Date]. The net principal amount remaining from this instrument shall become [a part of the endowment of the University and added to] [Designation].

This annuity shall be governed by the laws of the State of Kentucky. IN WITNESS WHEREOF, the University has executed this instrument.

[Name of Donor] Date Date of Birth: